Projects
Explore a curated collection of projects showcasing key skills in process automation, finance, and more.
Below you'll find my methodology and approach, followed by detailed case studies of my work.
My Approach
I tackle projects through a holistic lens: process, people, and technology. Here's the structured methodology I follow to ensure success.
Discovery & Empathy
Conduct stakeholder interviews and shadow frontline staff to uncover true pain points and human factors that drive successful implementations.
Process Mapping
Use BPMN and workshops to document workflows, handoffs, and responsibilities before selecting tools. This ensures technology serves the process, not the other way around.
Pre-Sales Preparation
Prepare detailed SOPs, workflows, and risk assessments to align vendor evaluations with organizational needs and ensure successful procurement decisions.
Design Thinking & Iteration
Prototype solutions rapidly, gather user feedback, and refine in agile sprints to balance critique with encouragement and drive continuous improvement.
Technical Implementation
Integrate best-in-class platforms and custom scripts—leveraging SQL, Python, or LLMs—to build scalable, compliant systems that grow with your organization.
Governance & Continuous Improvement
Establish reviews, training, and documentation to evolve solutions over years and empower teams to maintain and enhance systems independently.
Case Studies
Explore detailed case studies of my work, showcasing the methodology in action across various industries and challenges.
Microsoft Fabric – Operational Intelligence & Workflow Automation Featured
- Microsoft Fabric
- Power BI
- Power Platform
- Process Automation
- EOS
- Data Engineering
- Leadership
Built the operational backbone for a 200-person healthcare organization—uniting workflows, performance tracking, and automation across 10+ departments using Microsoft Fabric and Power Platform.
Ferment App – Mobile Recipe Management
- Swift
- SwiftUI
- Firebase
- SwiftData
- Mobile Development
- Fermentation
A native iOS application for managing fermentation recipes, tracking progress, and automating task reminders — built with SwiftUI and Firebase.
OpenAI-Powered Documentation Quality Feedback System
- OpenAI
- Natural Language Processing
- Healthcare IT
- Compliance
- Blue Cross Blue Shield
- Documentation Quality
- Python
Developed an end-to-end solution using the OpenAI API to ingest de-identified patient notes and generate actionable feedback—ensuring technicians and providers produce documentation that meets Blue Cross Blue Shield a... Read more about OpenAI-Powered Documentation Quality Feedback System
ADP Workforce Now Implementation
- HCM
- Recruiting
- ADP Workforce Now
- Sage Intacct
- PowerBI
Implemented ADP Workforce Now to unify HR, recruiting, and finance operations through automation and real-time reporting.
Google Workspace → Microsoft 365 Migration & Endpoint Management
- Microsoft 365
- Google Workspace
- Endpoint Manager
- Intune
- MDM
- COVID-19 Response
Led the transition from Google Workspace to Microsoft 365 and deployed modern device management via Intune/Endpoint Manager during early 2020, ensuring business continuity through COVID-19 disruptions.
Bank Projections and Financial Modeling Featured
- Financial Modeling
- Bank Projections
- Commercial Real Estate
- Loan
- Financial Analysis
Developed detailed financial models and projections to secure multiple loans—including $2M, $10M, PPP, and disaster relief—supporting facility expansion and operational resilience.
AdvancedMD Implementation & Evolution Featured
- EHR
- Digital Transformation
- Automation
- Healthcare IT
- SQL
Led the selection, implementation, and continuous enhancement of AdvancedMD, transforming paper workflows into a robust, data-driven EHR ecosystem with custom SQL tools.